64,047 Shares in Apple Inc. $AAPL Purchased by Financial Planning Hawaii Inc.

Key Points

• Financial Planning Hawaii Inc. acquired 64,047 shares of Apple in Q4 (about $17.41M), making AAPL 10.0% of its portfolio and its largest holding.
• Insider selling: CEO Tim Cook sold 64,949 shares (~$16.51M) and SVP Deirdre O'Brien sold 30,002 shares (~$7.66M), both under pre‑arranged Rule 10b5‑1 plans; corporate insiders now own about 0.06% of the stock.
• Apple beat January‑quarter estimates (EPS $2.84 vs. $2.67; revenue $143.8B) and has a MarketBeat consensus of "Moderate Buy" with a $301.23 target, though mixed news (market‑share gains, supplier strength vs. store closures and product/timing risks) could affect near‑term sentiment.

Financial Planning Hawaii Inc. acquired a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 64,047 shares of the iPhone maker's stock, valued at approximately $17,412,000. Apple accounts for 10.0% of Financial Planning Hawaii Inc.'s investment portfolio, making the stock its largest holding.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Isthmus Partners LLC boosted its position in Apple by 6.4% during the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock valued at $25,000 after acquiring an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC boosted its position in Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after acquiring an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC boosted its position in Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after acquiring an additional 180 shares in the last quarter. LSV Asset Management bought a new stake in Apple during the 4th quarter valued at $65,000. Finally, 49 Wealth Management LLC boosted its position in Apple by 15.7% during the 3rd quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker's stock valued at $76,000 after acquiring an additional 40,543 shares in the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Apple

In related news, CEO Timothy D. Cook sold 64,949 shares of the stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $254.23, for a total transaction of $16,511,984.27. Following the completion of the transaction, the chief executive officer directly owned 3,280,418 shares of the company's stock, valued at $833,980,668.14. This represents a 1.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Deirdre O'brien sold 30,002 shares of the stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total transaction of $7,661,010.70. Following the completion of the sale, the senior vice president owned 136,810 shares in the company, valued at $34,934,433.50. This represents a 17.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.06% of the company's stock.

Wall Street Analyst Weigh In

Several brokerages have issued reports on AAPL. Stifel Nicolaus set a $330.00 target price on Apple in a research report on Monday, March 2nd. Stephens set a $315.00 price objective on Apple in a research report on Monday, January 26th. Bank of America lowered their price objective on Apple from $325.00 to $320.00 and set a "buy" rating for the company in a research report on Monday, March 23rd. Moffett Nathanson raised their price objective on Apple from $241.00 to $270.00 and gave the stock a "neutral" rating in a research report on Wednesday, February 25th. Finally, Royal Bank Of Canada set a $325.00 price objective on Apple in a research report on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $301.23.

Apple Trading Down 0.0%

Shares of Apple stock opened at $260.48 on Friday. The stock has a market cap of $3.82 trillion, a P/E ratio of 32.93, a P/E/G ratio of 2.47 and a beta of 1.11. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. The stock's 50 day simple moving average is $260.76 and its 200-day simple moving average is $263.73. Apple Inc. has a 1-year low of $186.06 and a 1-year high of $288.62.

Apple (NASDAQ:AAPL - Get Free Report) last released its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating the consensus estimate of $2.67 by $0.17. The firm had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The business's revenue for the quarter was up 15.7% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.40 EPS. Analysts predict that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were paid a $0.26 dividend. This represents a $1.04 annualized dividend and a yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple's dividend payout ratio is currently 13.15%.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Market share gains: Counterpoint/Reuters data show Apple led global smartphone shipments in Q1 with about 21% share and 5% year‑over‑year growth — a signal of resilient iPhone demand that underpins revenue and margin outlooks. Apple leads global smartphone shipments
• Positive Sentiment: Supplier strength: TSMC reported a 35% jump in Q1 revenue on AI chip demand — good for Apple’s advanced chip supply continuity and pricing leverage for devices using leading-node silicon. TSMC revenue surges
• Positive Sentiment: Services distribution lift: Apple TV becoming available as a paid add‑on on Amazon Prime Video in the U.S. expands services reach and monetization channels for Apple’s content/subscription ecosystem. Apple TV lands on Amazon Prime Video
• Neutral Sentiment: Options activity: Reports of unusual bullish options flow suggest some investors are positioning for upside, but options can amplify short‑term moves without changing fundamentals. Unusual Activity in Apple Options Today
• Neutral Sentiment: Institutional moves: Coverage notes Israel Englander trimmed a Millennium position and other filings show insider sales — routine portfolio rebalancing that merits monitoring but not necessarily a directional signal alone. Israel Englander Trims Stake
• Negative Sentiment: Retail/ labor risk: Apple will close three U.S. mall stores in June including its first unionized location in Towson, Maryland. The move raises labor‑relations and PR concerns and highlights brick‑and‑mortar pressure — a small revenue line but reputational and employee‑relation risk. Apple to shutter its first unionized US store
• Negative Sentiment: Earnings/forecast downside: Jefferies flagged a possible slight March‑quarter miss (weaker iPhone sales, higher memory costs) and Erste lowered FY2027 EPS estimates — both could pressure near‑term sentiment ahead of formal guidance. Apple set to deliver slight earnings miss
• Negative Sentiment: Product timing concerns: Ongoing reports about foldable iPhone technical challenges and potential delays keep some investors cautious about the next major product catalyst. Foldable iPhone remains on track

Apple Profile

Apple Inc NASDAQ: AAPL is a multinational technology company headquartered in Cupertino, California, founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne. The company designs, develops and sells consumer electronics, software and services. Over its history Apple has evolved from personal computers to a broad portfolio that spans mobile devices, wearables, home entertainment and digital services.

Apple's principal hardware products include the iPhone smartphone, iPad tablet, Mac personal computers, Apple Watch wearable devices and a range of accessories such as AirPods and HomePod.

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